Q3 2024 |
1,056 |
$1.34B |
+$804M |
-$690M |
+$114M |
WDAY, PEP, MSCI, APH, EG
|
13F-HR |
11/12/2024, 12:46 PM |
Q2 2024 |
1,005 |
$1.18B |
+$705M |
-$657M |
+$47.8M |
KR, COST, GPN, TRMB, LLY
|
13F-HR |
8/13/2024, 10:58 AM |
Q1 2024 |
1,067 |
$1.16B |
+$626M |
-$619M |
+$6.62M |
URI, PH, TEL, NOV, RVTY
|
13F-HR |
5/10/2024, 12:12 PM |
Q4 2023 |
1,068 |
$1.11B |
+$746M |
-$523M |
+$223M |
PH, ETN, TT, EBAY, SLF
|
13F-HR |
2/13/2024, 10:28 AM |
Q3 2023 |
904 |
$835M |
+$572M |
-$282M |
+$290M |
GIS, HPQ, PXD, COR, FI
|
13F-HR |
11/8/2023, 03:18 PM |
Q2 2023 |
849 |
$561M |
+$351M |
-$340M |
+$11.1M |
UAL, XYL, FLEX, SYK, TT
|
13F-HR |
8/11/2023, 03:47 PM |
Q1 2023 |
780 |
$537M |
+$324M |
-$212M |
+$112M |
ANET, NSC, TPX, LIVN, GWW
|
13F-HR |
5/11/2023, 03:29 PM |
Q4 2022 |
736 |
$418M |
+$255M |
-$298M |
-$43.1M |
TGH, LNT, ALE, TSM, VRTV
|
13F-HR |
2/14/2023, 12:07 PM |
Q3 2022 |
688 |
$440M |
+$300M |
-$221M |
+$79M |
GSK, BNS, AZN, TSN, SEE
|
13F-HR |
11/14/2022, 11:13 AM |
Q2 2022 |
654 |
$371M |
+$250M |
-$224M |
+$25.5M |
DOV, VIRT, TU, BG, SYK
|
13F-HR |
8/9/2022, 02:29 PM |
Q1 2022 |
678 |
$371M |
+$259M |
-$175M |
+$83.9M |
COST, CLR, CRL, RS, ITCI
|
13F-HR |
5/9/2022, 04:08 PM |
Q4 2021 |
593 |
$292M |
+$191M |
-$214M |
-$23.4M |
MDT, LEN, CAG, IP, WEX
|
13F-HR |
2/10/2022, 11:12 AM |
Q3 2021 |
571 |
$307M |
+$225M |
-$150M |
+$75.2M |
TD, NSC, XOM, DPZ, TMUS
|
13F-HR |
11/10/2021, 11:34 AM |
Q2 2021 |
505 |
$233M |
+$191M |
-$122M |
+$69M |
VRNT, SNA, VSH, HPE, LUV
|
13F-HR |
8/11/2021, 04:31 PM |
Q1 2021 |
406 |
$162M |
+$110M |
-$119M |
-$8.79M |
ORLY, CNC, ODFL, CB, PKG
|
13F-HR |
5/14/2021, 03:50 PM |
Q4 2020 |
404 |
$162M |
+$114M |
-$96.1M |
+$17.9M |
APH, ITW, RY, FDX, UBS
|
13F-HR |
2/9/2021, 09:09 AM |
Q3 2020 |
369 |
$134M |
+$101M |
-$48.6M |
+$52.7M |
EG, GILD, ADI, PCAR, MAS
|
13F-HR |
10/15/2020, 03:07 PM |
Q2 2020 |
270 |
$79M |
+$77.9M |
-$906K |
+$77M |
AON, HD, DG, JACK, PHM
|
13F-HR |
7/29/2020, 01:35 PM |
Q1 2020 |
16 |
$1.89M |
+$530K |
-$323M |
-$322M |
CMBT, PEN, ZNGA, SPAR, NGVC
|
13F-HR |
4/29/2020, 01:58 PM |
Q4 2019 |
626 |
$326M |
+$213M |
-$164M |
+$49.8M |
MTH, NBIX, SYK, AIN, RS
|
13F-HR |
1/23/2020, 08:57 AM |
Q3 2019 |
584 |
$266M |
+$185M |
-$140M |
+$45.4M |
NI, PRO, MGRC, SIGI, SWX
|
13F-HR |
10/16/2019, 09:31 AM |
Q2 2019 |
507 |
$220M |
+$146M |
-$132M |
+$14.4M |
XPER, EPAM, SSNC, PNW, NFG
|
13F-HR |
7/10/2019, 03:07 PM |
Q1 2019 |
496 |
$203M |
+$165M |
-$64.2M |
+$101M |
ARW, UFS, IDA, CMS, RDSA
|
13F-HR |
5/10/2019, 04:01 PM |
Q4 2018 |
314 |
$101M |
+$72.8M |
-$115M |
-$42M |
ADM, UIS, LSI, PMT, CLH
|
13F-HR |
2/8/2019, 05:14 PM |
Q3 2018 |
381 |
$147M |
+$105M |
-$89.3M |
+$15.3M |
SNV, WAT, ITW, EXP, CSX
|
13F-HR |
11/8/2018, 03:42 PM |
Q2 2018 |
355 |
$130M |
+$103M |
-$94.7M |
+$8.51M |
TEL, FEYE, CR, CATY, AGN
|
13F-HR |
7/13/2018, 04:50 PM |
Q1 2018 |
343 |
$119M |
+$86.7M |
-$103M |
-$15.9M |
CRI, AZO, PGR, BIG, RDSA
|
13F-HR |
5/4/2018, 03:07 PM |
Q4 2017 |
379 |
$136M |
+$96.4M |
-$86.3M |
+$10.1M |
VAC, PGR, RJF, BWA, FIS
|
13F-HR |
2/14/2018, 02:47 PM |
Q3 2017 |
333 |
$124M |
+$88.5M |
-$74.3M |
+$14.3M |
IR, CMI, PNW, TS, CBU
|
13F-HR |
11/13/2017, 06:36 AM |
Q2 2017 |
315 |
$108M |
+$93.9M |
-$25.7M |
+$68.2M |
PCG, UHS, ADP, TMO, BIDU
|
13F-HR |
7/25/2017, 05:32 PM |
Q1 2017 |
141 |
$38.6M |
+$32.9M |
-$27.3M |
+$5.62M |
TD, TMO, ULTI, AVT, TXN
|
13F-HR |
5/8/2017, 04:02 PM |
Q4 2016 |
131 |
$32.4M |
+$27M |
-$32.2M |
-$5.26M |
IEX, STI, BK, MCHP, SIGI
|
13F-HR |
2/10/2017, 12:54 PM |
Q3 2016 |
142 |
$37.1M |
+$33.5M |
-$16.4M |
+$17.1M |
TXN, ARW, HII, AEP, ULTI
|
13F-HR |
11/3/2016, 11:51 AM |
Q2 2016 |
88 |
$19.8M |
+$15.9M |
-$23.6M |
-$7.73M |
PEG, EG, PENN, CMC, PXD
|
13F-HR |
8/15/2016, 09:07 AM |
Q1 2016 |
123 |
$27.1M |
+$22.4M |
-$10.2M |
+$12.3M |
CCK, AVT, DIS, TGNA, QRTEA
|
13F-HR |
5/2/2016, 04:55 PM |
Q4 2015 |
73 |
$15M |
+$10.4M |
-$146M |
-$135M |
PF, FN, BTI, LHCG, ORBK
|
13F-HR |
2/16/2016, 10:11 AM |
Q3 2015 |
313 |
$150M |
+$138M |
-$99.7M |
+$38.2M |
M, LNT, ABM, TV, MTG
|
13F-HR |
11/16/2015, 12:01 PM |
Q2 2015 |
142 |
$117M |
+$107M |
-$147M |
-$40.5M |
WNC, VAR, ADP, AWK, LOW
|
13F-HR |
8/7/2015, 11:28 AM |
Q1 2015 |
186 |
$159M |
+$133M |
-$138M |
-$4.96M |
PPG, IEX, JWN, AMP, GGG
|
13F-HR |
5/13/2015, 02:24 PM |
Q4 2014 |
194 |
$162M |
+$137M |
-$173M |
-$36.7M |
ABG, GD, EXPE, XRAY, LRCX
|
13F-HR |
2/12/2015, 09:49 AM |
Q3 2014 |
180 |
$195M |
+$176M |
-$229M |
-$53.3M |
CMG, INTC, DAL, BWA, WR
|
13F-HR |
11/12/2014, 09:31 AM |
Q2 2014 |
146 |
$250M |
+$222M |
-$223M |
-$860K |
MU, EOG, TJX, ADI, GIS
|
13F-HR |
8/5/2014, 10:36 AM |
Q1 2014 |
193 |
$249M |
+$214M |
-$409M |
-$195M |
SBNY, JKHY, IEX, MHK, NFG
|
13F-HR |
5/12/2014, 09:41 AM |
Q4 2013 |
205 |
$445M |
$0 |
$0 |
|
PFG, TRW, FDX, PFE, BA
|
13F-HR |
2/6/2014, 05:28 PM |